Show:
CUBS Basics
Statuses
PN Notes and CR
Documenting Accounts
Miscellaneous
100

How do you get into the tickler from the CMD prompt?

1 ENTER

100

What status means we have no phone numbers?

SKP

100

What do you need to do with a PN note after entering it into the notes section?

Add it to the important note lines.

100

What is the first step in documenting a debtor contact?

Talked to Debtor action code

100

What is the name of the Excel document you should have open at all times that has your action codes, compliance information, and etc.?

Agent Quick Guide

200

What screen will you use to update a debtor's bankruptcy information?

F2
200

What status means we have spoken with the debtor but they are not discussing resolving the account?

GDN

200

What does the credit reporting statement CRPT:Y:01/15/24;93;$500 mean?

The account has already been credit reported.

200

Where do you go to change a desk number on an account?

9 Screen

200

If a debtor calls in on a CCR status account, what should you do?

Get a ,323 (Manager assistance)

300

How do you take a check payment in CUBS?

QC

300

What status means the debtor has filed for bankruptcy?

ABP

300

What is the proper PN note to enter when taking the balance in full in one transaction in exchange for a courtesy deletion?

PN:CLOSE AS PFD

300

How do you change the status on an account?

Action Codes
300

If a debtor states they cannot accept calls between 8:00 a.m.-5:00 p.m. what will you mark the account in CUBS?

No Calls

400

How do you pull up the inquiry options menu?

= at ENTER ACCOUNT

400

What status will you use when taking the first payment on an account?

PTP

400

What is the proper PN note when taking multiple payments for the balance in full in exchange for a courtesy deletion with a manager's approval?

PN:CLOSE AS PFD WHEN PIF

400

What action code will you use any time a debtor disagrees with or disputes the balance in any way?

143

400
What 2 action codes should be used when sending a Pay Near Me text?

774 and 775

500

What is the difference between an action code and a macro code?

Macro codes have commas- Enter them at the CMD. Action codes do not have commas- Enter them in the notes.
500

What are your 4 money wips?

PTP, PAY, HOT, BRK/NSF

500

What is the proper PN note for a settlement of $250.00 posting on today's date?

PN:CLOSE AS SIF FOR $250.00 BY 1/24/24

500

What macro code indicates a manager helped you on your call?

,323

500

What are the 4 personality styles in the Platinum Rules?

Director, Relator, Socializer, Thinker